Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 234,470 $9.87M <0.01% +4,851 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 193,140 $8.13M 1.22% +8,311 13F-HR/A Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 160,028 $6.74M 0.25% +16,328 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 130,753 $5.5M <0.01% -4,412 13F-HR Timeline Group Treasure Coast Financial Planning More: the full row for Treasure Coast Financial Planning 117,736 $4.96M 3.27% -15,462 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 111,234 $4.68M 0.77% +2,250 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 92,333 $3.89M 0.38% +4,914 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 56,014 $2.36M 0.38% -560 13F-HR Timeline LongView Asset Management LLC More: the full row for LongView Asset Management LLC 52,387 $2.21M 1.92% 13F-HR Timeline Executive Wealth Management, LLC More: the full row for Executive Wealth Management, LLC 46,262 $1.95M 0.15% +1,989 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 44,996 $1.89M 0.02% -68 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 44,996 $1.89M 0.02% -68 13F-HR Timeline Watchman Group, Inc. More: the full row for Watchman Group, Inc. 43,438 $1.83M 0.48% -88 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 40,378 $1.7M 0.03% +4,693 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 37,804 $1.59M 0.01% +391 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 29,897 $1.26M 1.11% 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 27,756 $1.17M <0.01% +449 13F-HR Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 27,046 $1.14M <0.01% +12,320 13F-HR Timeline Group SK Wealth Management, LLC More: the full row for SK Wealth Management, LLC 26,709 $1.12M 0.57% +89 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26,366 $1.11M 0.84% -388 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,071 $1.1M 0.01% +231 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 22,639 $953K <0.01% +795 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 21,533 $907K 0.78% +525 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 14,634 $616K 0.11% +253 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 12,127 $511K 0.2% 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 11,385 $479K 0.01% +665 13F-HR Timeline Vertex Planning Partners, LLC More: the full row for Vertex Planning Partners, LLC 8,380 $353K 0.08% +141 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,891 $332K 0.03% 0 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 7,333 $312K <0.01% +164 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,984 $294K 0.01% -947 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 3,667 $154K <0.01% +1,715 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,053 $129K <0.01% +1,018 13F-HR Timeline Group Collier Financial More: the full row for Collier Financial 910 $38.3K 0.03% 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 875 $36.8K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 629 $26.5K <0.01% new 13F-HR Timeline Group Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 424 $17.9K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 317 $13.3K <0.01% +2 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 307 $13K <0.01% +6 13F-HR Timeline Group AE Wealth Management LLC More: the full row for AE Wealth Management LLC 299 $12.6K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 162 $6.83K <0.01% +1 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 126 $5.3K <0.01% 0 13F-HR Timeline Group Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 84 $3.54K 0.01% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 39 $1.64K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2 $1K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5 $211 <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2 $78 <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1 $77 0.01% -1,849 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $40 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.